F: Recovery Efforts And Policy Adjustments Will Offset Near-Term Electric Vehicle Challenges

Ford Motor's analyst price target has increased to $12.27 from $11.45, as analysts cite strong recent results, expectations for recovery efforts and policy adjustments, and ongoing focus on electric vehicle performance. Analyst Commentary Ford’s recent analyst coverage reflects a nuanced mix of optimism about the company’s path forward and caution regarding near-term challenges.

Ford Motor's fair value estimate has been raised by analysts to $11.45 from $11.15. They cite ongoing earnings improvement, more resilient U.S. demand, and a longer adjustment period supporting the company's electrification strategy, despite ongoing concerns over profit margins and vehicle mix.

Analysts have modestly lifted Ford Motor’s fair value estimate from $10.97 to $11.15 per share. They cite increased price targets, which are attributed to stronger U.S. auto demand and industry resilience despite ongoing margin and pricing concerns.

Analysts raised Ford’s price target to $10.96 (from $10.80) on solid Q2 results and improved U.S. auto sales forecasts, though rising competitive pressure from Japanese imports and tariff-related pricing headwinds temper the outlook. Analyst Commentary Japanese trade deal lowers vehicle import tariffs for Japanese automakers entering the U.S. to 15% from 25%, increasing competitive pressure on Ford as domestic OEMs do not benefit equally.

AnalystConsensusTarget has increased shares outstanding growth rate from -0.0% to -0.0%.

AnalystConsensusTarget has decreased profit margin from 3.9% to 3.4% and increased future PE multiple from 8.5x to 9.4x.

AnalystConsensusTarget has increased revenue growth from -2.0% to -2.4%.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget has increased revenue growth from -0.4% to -2.0%.